Users, Roles & Permissions

Access, Roles, and Identity

Tailor platform access and governance to your organization's specific needs with Advanced User Management.

This comprehensive guide covers the configuration of core access and identity features, ensuring security and customization across your deployment:

• Custom Roles (RBAC): Define and implement Custom Role-Based Access Control to establish precise, granular permissions for every user role within your organization.

• Collaborator Management: Take full control of who sees what. Our updated management tools allow you to see exactly who has access to your applications and revoke or upgrade permissions in a single click.

• Identity Integration (SSO): Integrate seamlessly with your existing identity providers (IDPs) for secure Single Sign-On (SSO), simplifying user access while maintaining corporate security policies.

• Platform Branding: Manage the platform's visual identity, including white-labeling and applying custom brand assets.

By mastering this section, you ensure every user, from business analyst to developer, has the precise level of access required to perform their tasks while the platform's look and feel aligns perfectly with your corporate guidelines.

Custom role-based access control

Enterprise Administrators can create custom roles for strict security and governance requirements.

Granular permission control

Standard SaaS deployments use predefined roles, including Admin, Developer, and Business User. Enterprise deployments support custom roles with granular control over actions and resources.

Create a custom role

1. Go to Enterprise Features in the main navigation.

2. Select RBAC/Role Management.

3. Select Create Role. Give the role a clear, unique name.

   For example: Compliance Reviewer or Workflow Architect.

Create Role

1. Select the permissions that the role needs. Permissions can control specific actions and resources.

   Examples include deleting agents, accessing production deployment settings, and viewing monitoring dashboards.

Permission Selection Checklist

1. Select Create Role. You can view, manage, or delete the role from the Role Management list.

Create Role - Assign Permission

1. Go to User Management or Invite Users. Assign the custom role to individual users.

Create User - Assign Role

Related

• Control Center — manage account-wide governance and administration.

• Account Settings — manage users, teams, roles, and API keys.

• Branding — configure your platform's visual identity.